Suite
The end-to-end suite for fund management
Built for CFOs. Enabled by experts.
Tech, where you need it most
Track, transact, and manage your entire portfolio—all in real time.
A team of experts, at your call
Partner with a dedicated team to run your entire fund accounting process.
Tools for strategic decisions
Deliver on-demand insights, timely K-1s, and fund performance data.
Meet the new standard in fund administration
Accuracy. Clarity. Control. See the fund management suite in action.
Go beyond the desk—run your fund on the go with the Carta Carry app.
Every operation. One fund suite.
Fund Admin Portal
Access up-to-date net and deal IRR, gross returns, and overall fund performance.
Fund Formations
Form your fund, administer closings, and execute capital calls in six weeks.
Fund Forecasting
Guide your fund’s strategy with data-driven precision.
Valuations
Calculate valuations with confidence, leveraging industry best practices.
An expert team, dedicated to your success.
Work with trusted fund specialists to solve any problem, big or small.
Committed LP support
Bring peace of mind to your investors with a team dedicated to supporting and onboarding your LPs onto the platform.
Real-time performance metrics
Strengthen relationships and increase transparency by communicating up-to-date carry and fund performance.
Ecosystem of solutions
Access a collection of APIs to seamlessly integrate your processes into one connected system.
Trusted by over 3,000 funds
- August Global Partners logo | APAC FA Product Page Only
- Beco Capital logo | APAC FA Product Page Only
- Giant Leap logo | APAC FA Product Page Only
- Global ventures logo | APAC FA Product Page Only
- NLVC logo | APAC FA Product Page Only
- QED Investors | Logo | Magna Pages
- Touchstone logo | FA Pages Only
When you think of everything that we do, Carta has automated it in a way that saves us time and allows us to focus on delivering value to our portfolio companies and investors.
Mark Munoz
Co-founder, Vectr Fintech
Carta has been seamless to work with — the team is professional, responsive and investor-focused, and the platform is intuitive, streamlining both our investor experience and internal workflows.
Rachel Yang
Partner, Giant Leap
Our LPs have much higher satisfaction, they can self-help by logging in to get what they want, discovering it faster. Now that they’ve gotten used to this, they wish more GPs operated this way. I think that’s going to be the magic of Carta.
Jeffrey Lee
Managing Director & CFO, NLVC
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FAQs
You have questions, we have resources and answers.
Yes, Carta offers a unified suite of software and services for both venture capital and private equity firms at any stage, from fund administration to cap table management for all your portfolio companies.
In addition to a full tech stack, you can partner with a full team of experienced fund accountants to help advise you on any situation or journey your fund is going through.
This team brings decades of hands-on knowledge and experience in venture capital, finance, and private equity, servicing some of the largest private funds in the industry.
Carta offers AML/KYC services to help your fund stay compliant, including investor validation, global sanctions checks, and ongoing investor due diligence screening.
Carta will provide books, records, and supporting documents to your auditor and tax provider.
If your fund is domiciled in US, we offer full support for local fund-level tax returns, including Form 1065 tax returns. We will also prepare Schedule K-1s for global funds with US LPs.
Learn more about Carta Fund Tax.
You can sign up for a demo of the suite here or take an interactive video tour to learn more about how Carta’s software and solutions works.
The complete suite for fund management
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